Institutional Ownership Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS). We have compiled data on the 798 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
200
shares
|
$14,716
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
197
shares
|
$14,495
0.0% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
191
shares
|
$14,053
0.0% of portfolio
|
Q2 2025
Added 35.46%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
174
shares
|
$12,802
0.0% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
168
shares
|
$12,361
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
165
shares
|
$12,140
0.0% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
160
shares
|
$11,772
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
158
shares
|
$11,625
0.0% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
156
shares
|
$11,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
150
shares
|
$11,037
0.0% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
147
shares
|
$10,816
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
146
shares
|
$10,742
0.0% of portfolio
|
Q2 2025
Added 94.67%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
145
shares
|
$10,669
0.0% of portfolio
|
Q4 2024
Reduced 85.6%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
132
shares
|
$9,712
0.0% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
129
shares
|
$9,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
129
shares
|
$9,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
126
shares
|
$9,271
0.01% of portfolio
|
Q1 2024
Added 4.13%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
126
shares
|
$9,271
0.0% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
121
shares
|
$8,903
0.0% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
121
shares
|
$8,903
0.0% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
118
shares
|
$8,682
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
118
shares
|
$8,682
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
103
shares
|
$7,578
0.0% of portfolio
|
Q1 2025
Added 505.88%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
101
shares
|
$7,431
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
100
shares
|
$7,358
0.0% of portfolio
|
Q2 2025
Reduced 16.67%
|